3月30日,特斯拉宣布正式下线第600万辆汽车。
截至当地时间3月28日,特斯拉报175.79美元,市值5598.54亿元。特斯拉股价3月已累跌近13%,年初至今更跌去近30%,成为标普500指数表现最差的成分股之一。
图片来源:每经记者 张建 摄
近段时间以来,由于电动汽车市场需求低迷,不断有华尔街大行下修特斯拉今年一季度的交付预期。此前,大摩就将其Q1预测值从46.94万辆下调至42.5万辆。如今,就连特斯拉“死忠粉”也扛不住了,认为Q1将令人失望。
众所周知,美国投行Wedbush知名策略师Dan
Ives长期看多特斯拉,他在最新报告中将特斯拉的目标股价从315下调至300,同时称Q1对特斯拉来说是一场“噩梦”。不过,这位分析师表示,尽管“近期的需求乌云正在形成”,但他仍然长期看好特斯拉。
“中国需求仍然非常疲软,特斯拉今年对中国的交付量将仅为200万辆,低于此前预期,并且以后每年可能都会下降3%~4%。”Dan
Ives认为特斯拉正处于“两波增长浪潮”之间,但他强调,投资者的耐心开始变得越来越弱。不过,Dan
Ives对特斯拉的FSD及其人工智能(AI)软件增长仍有“高度信心”,但也坦言,“其面临的挑战正在导致其近期前景黯淡”。
特斯拉将于下周公布其第一季度的交付数据,随后将于4月17日公布第一季度盈利情况。而就在其公布关键数据前,数位华尔街分析师本周调降对其交付数据的预期值,并进一步下调其股价目标位。
伯恩斯坦的分析师萨克纳吉将特斯拉截至3月31日的第一季度交付量预测下调近7万辆,至42.6万辆;花旗分析师玛萨莉也将其第一季度交付量预期从47.3万辆大幅下调至42.9万辆;德银预计第一季度交付量为41.4万辆,此前为42.7万辆,并预测特斯拉在2024财年全年交付191万辆,也低于此前预测的196万辆。摩根士丹利预测特斯拉2024财年交付量为195.4万辆,低于此前预测的199.8万辆。
萨克纳吉基于此将特斯拉股票的目标价下调30美元,至120美元。他称,“特斯拉今年迄今表现不佳,且我们仍然很难看到任何催化剂。”
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